FICVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class I (FICVX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FICVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FICVX

FICVX charges 0.70% annually. There are 3 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	FICVX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	FICVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FICVX vs FCVSX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	FICVX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	FICVX vs PFINX

Best Risk-Adjusted Alternatives to FICVX

FICVX has a PortfoliosLab risk / return rank of 70. There are 10 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	88	—	Apr 2011	FICVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	FICVX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	FICVX vs LPXZX
CICVX	Calamos Convertible Fund	82	—	Jun 1997	FICVX vs CICVX
CCVIX	Calamos Convertible Fund	81	—	Jun 1985	FICVX vs CCVIX

Top Performing FICVX Alternatives (YTD)

FICVX is at 16.86% YTD. There are 4 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 20.76%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	20.76%	—	Jun 1997	FICVX vs CICVX
CCVIX	Calamos Convertible Fund	20.62%	—	Jun 1985	FICVX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	16.90%	—	Oct 2018	FICVX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	16.87%	—	Jan 1987	FICVX vs FCVSX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	16.76%	—	Feb 2009	FICVX vs FACVX

Lowest Volatility Alternatives to FICVX

FICVX has 16.30% 1-year volatility. There are 14 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	FICVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.11%	—	Apr 2011	FICVX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	FICVX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	FICVX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	FICVX vs PPSIX

Lowest Drawdown Alternatives to FICVX

FICVX has a 1-year max drawdown of -7.14%. There are 13 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	FICVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	FICVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	FICVX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	FICVX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	FICVX vs CPXIX

Other Mutual Funds from Fidelity

The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	60	10.18%	—	Feb 1988	FICVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	89	60.71%	—	Jul 1985	FICVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	62	11.00%	—	—	FICVX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	61	10.98%	—	—	FICVX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	16	3.03%	—	—	FICVX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	52	14.20%	—	Dec 1987	FICVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	9.37%	176.32B	May 1967	FICVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	58	10.25%	—	—	FICVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	36	9.38%	—	Nov 1997	FICVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	50	11.66%	—	Jun 2016	FICVX vs FTIHX

Often Compared With FICVX

Investors most often compare FICVX with VCIT, VOO, LDP. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	Corporate Bonds	37	-0.10%	68.70B	Nov 2009	FICVX vs VCIT
VOO	Vanguard S&P 500 ETF	S&P 500	67	10.87%	1.70T	Sep 2010	FICVX vs VOO
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	15	4.42%	—	May 2012	FICVX vs LDP
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	68	16.56%	—	Feb 2009	FICVX vs FTCVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	21	1.13%	—	Jan 1991	FICVX vs PFD
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	1.84%	—	Mar 2003	FICVX vs JPC
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	78	17.13%	—	Mar 2003	FICVX vs NCV
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	17	3.54%	—	Mar 2001	FICVX vs KIFAX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	23	5.22%	—	Jun 2003	FICVX vs HPS
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	66	14.69%	—	—	FICVX vs LBFFX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	3.23%	—	—	FICVX vs PSF
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	64	0.27%	—	Jan 2011	FICVX vs FPEIX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	67	16.53%	—	Feb 2009	FICVX vs FCCVX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	77	1.84%	—	Mar 2022	FICVX vs JPDIX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	9	1.74%	—	Apr 2009	FICVX vs FPF
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	8	4.25%	—	—	FICVX vs PTA
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	32	4.65%	—	Jan 2005	FICVX vs HPF
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	16	3.76%	—	Dec 2021	FICVX vs NPFD
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	Preferred Stock/Convertible Bonds	25	4.59%	—	—	FICVX vs SBFCX
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	27	4.84%	—	Aug 2002	FICVX vs HPI

Compare FICVX with Any Fund or Stock

Compare FICVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FICVX with funds that move differently

Fidelity Advisor Convertible Securities Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FICVX.

Explore FICVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class I (FICVX) Alternatives